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Ishares Tr rusel 2500 etf shares owned by Align Financial

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Align Financial from 13F filings

Historical chart of Align Financial investment in Ishares Tr rusel 2500 etf

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All positions including Ishares Tr rusel 2500 etf held by Align Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rusel 2500 etf by Align Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $334k 4.4k 76.35

More positions owned by Align Financial

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Avantis Core Fixed Income Etf Etf (AVIG)
Vanguard Value Etf Etf (VTV)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Total Bond Market Etf Etf (BND)
Avantis Core Municipal Fixed Income Etf Etf (AVMU)
Dimensional U.s. Equity Market Etf Etf (DFUS)

View all positions for Align Financial

Top funds holding Ishares Tr rusel 2500 etf

Glenmede Trust Company
Fifth Third Bancorp
Bank Of Montreal
Fort Washington Investment Advisors
Central Trust & Investment
FMR
Coldstream Capital Management
Colony
Cresset Asset Management
UBS Group
Sontag Advisory
Gerber Kawasaki Wealth & Investment Management
William Blair $ Company
Raymond James Financial
Kendall Capital Management

View all funds holding Ishares Tr rusel 2500 etf